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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-14 |
Branch Locations
115 Brighton Rd, Tifton, GA 31794 • United States
5901C Peachtree Dunwoody Road Ste 499, Atlanta, GA 30328 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Atlanta | GA | 12/2003 | 06/2024 |
| Securities America Advisors, Inc. | Atlanta | GA | 12/2003 | 06/2024 |
| F.A.C.E. Partnership Management | Atlanta | GA | 12/2003 | 01/2020 |
| Diversified Wealth Management Llc | Atlanta | GA | 07/2004 | Present |
| Osaic Wealth, Inc. | Tifton | GA | 06/2024 | Present |
| Osaic Wealth, Inc. | Tifton | GA | 06/2024 | Present |
1. FIG POSITION: financial advisor NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1993 ADDRESS: 19520 West Catawba Ave, Suite 200, Cornelius, NC 28031 DESCRIPTION: Fixed, indexed and immediate annuities 2. INVESTMENT ADVISORY REP POSITION: Investment advisory rep NATURE: Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 05/01/1993 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Investment advisory rep 3. RENTAL POSITION: Owner of the property NATURE: I rent out my secondary residence on a very limited basis. Maybe once or twice a year. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2022 ADDRESS: 204 Collis Marina Rd, Eatonton GA 30642 DESCRIPTION: I have rented out my secondary residence on very limited bases. I don't advertise as a rental. It's only to family and friends. 4. FINANCIAL WIETZDOM, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS:6 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2025 ADDRESS: 6417 Radiant Trace, atlanta GA 30328DESCRIPTION: I provide educational only financial literacy coaching tips online.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-06 |
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